+43.2%
OVV vs DOC
+43.5%
-0.3%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.1% | -8.7% | -6.0% |
| 7D | -12.1% | +8.7% | -20.8% | -13.1% |
| 30D | +2.9% | +7.6% | -4.8% | +1.8% |
| 3M | +3.7% | -5.3% | +9.0% | +4.4% |
| 6M | +0.6% | +27.6% | -27.0% | -5.0% |
| YTD | +62.5% | +32.4% | +30.1% | +50.2% |
| 1Y | +72.0% | +22.9% | +49.2% | +63.1% |
| All | +43.2% | +43.5% | -0.3% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DOC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling